Titanium industry or will usher in "environmental protection bonus" era
In August, Panzhihua environmental protection inspector action continued to affect the area in addition
to Panzhihua titanium production, and longmang mines, other mineral production enterprises are
subject to different degrees of impact, resulting in a further decline in August Panzhihua titanium ore
production. But it is not only plagued Panzhihua mine production production, due to the intensity of
environmental protection inspectors, many small and medium-sized enterprises not only to production,
and inventory cannot transport and sale of titanium. Affected by this, Panzhihua area of small and
medium-sized mining enterprises offer chaos, small mining enterprises can offer immediate delivery even
excluding tax 1700 yuan / ton (excluding tax ex factory price), temporarily unable to shipping companies
are still 1350 yuan ~1450 yuan / ton (excluding tax factory) between orders, day after delivery. And small
and medium-sized miners quoted confusion contrast, the local large mines prices remain stable at 1300
yuan ~1350 yuan / ton (excluding tax, factory).
Because Panzhihua titanium titanium dioxide production, the downstream enterprises began to use
Australia South Africa to replace the titanium, titanium titanium ore in Panzhihua. By reducing the yield
and India Ti ore export quota issued by Vietnam is not new, imported to India and Vietnam mine ore
quantity in China is lower than the level of the same period last year; while the number of imported ore
mine in Australia and Africa is higher than the level of the same period last year. With the Vietnamese
mine less and less domestic stock, to the end of 8, some of the lower titanium dioxide enterprises reflect
the rising prices of Vietnamese mines.
August 95 domestic rutile price slightly callback, a decline of 200 yuan / ton. Other rutile products remain
the same price. The decline in demand for rutile is the main reason for price declines due to weather
shortages and a seasonal downturn in downstream demand.
August north market chloride slag supply and demand stability, the price was flat compared with July.
According to a large northern titanium slag enterprise leader said, because graphite electrode prices
soared, the current production of chlorinated slag can barely guaranteed, there is no profit. The South
acid residue prices slightly lower than in July, a drop of 100 yuan ~200 yuan / ton between. With the
gradual resumption of production of the four titanium chloride enterprises in the north, in August the
market supply of four titanium chloride is sufficient, and its price has dropped to the normal price of
7200 yuan ~7300 yuan / ton before this point.
Due to weak downstream demand, the price of titanium sponge fell. In the middle of this month, the
sponge titanium enterprises will 0# sponge titanium quotes down to 65 thousand ~6.6 yuan / ton; to the
end of this month, the market 0# sponge titanium transaction price in more than 62 thousand ~6.3 yuan
/ ton. At the same time, part of the sponge titanium enterprises due to increased inventory and choose
to cut production. Titanium prices also fell with the price of sponge titanium, each enterprise according
to its own cost implementation of a single discussion, as long as there is still meager profit, will try to
meet the customer's price reduction requirements, in order to win orders.
August domestic titanium dioxide sales price was flat compared with July. Into mid late 8, the domestic
part of the titanium dioxide enterprises began raising the price, or rose at 500 yuan / ton. It is observed
that the current round of prices are small and medium-sized enterprises titanium dioxide factory, and the
early price in the market at a low level, the price adjustment will make titanium dioxide price range
Aspects of supply and demand, domestic titanium dioxide two important areas of Shandong, Sichuan
ushered in the State Environmental Protection Inspectorate inspection. Titanium dioxide enterprises in
these areas began to cut production, production, lead to domestic titanium dioxide production fell by
more than 30%. And titanium dioxide downstream enterprises in environmental supervision during the
production, titanium dioxide demand side also synchronous decline. Therefore, the domestic supply of
titanium dioxide did not appear tight state, but in a new state of supply and demand balance.
Environmental protection is no longer fits
"Green" bonus era or will come
In August, the Central Environmental Protection Inspectorate of Shandong, Sichuan, Zhejiang and other 8 provinces to start the fourth round of inspections. In order to cater to the central Inspectorate, many
local governments in China have forced all types of enterprises to suspend production temporarily to
reduce pollution emissions. But the "extreme practices across the board" makes the enterprise Voices of
discontent. A great impact. In this round of "discontinued" wave, many paint companies have "lying gun" stop production, which led to the decline in domestic demand for titanium dioxide.
Recently, the Ministry of environmental protection immediately halted "across the board" policy, after
rectification, the factory gradually resume production. Small and medium enterprises in the coatings
industry production proportion, the future of titanium dioxide demand will gradually rise.
Review of this round of environmental verification storm, the local government began a "blanket" policy
that those actively involved in environmental protection enterprises hit. Some enterprises invested a lot
of manpower and material resources in environmental protection equipment, the results are still required
as enterprises without environmental protection facilities as well as production requirements, which
makes the industry extremely confused, in the end there is no investment in environmental protection
equipment to enterprises. With the convergence of various voices into the tide, the central sound in time,
environmental protection can not be "one size fits all", should not cater to production orders,
compliance with emission standards of enterprises discontinued.
The process of from the central correct environmental protection "across the board", we should be able
to see the central and scale determination. That is, the environmental protection unqualified enterprises
resolutely "one size fits all", will not relent. And for the efforts to invest in environmental protection
enterprises, as long as qualified emissions, the state will not be more restrictions. In this way, the
enterprise can meet the standard of normal production, and unqualified enterprises are rejected, the
responsible enterprises can enjoy the environmental bring "dividend", power companies have such
strong investment in environmental protection.